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Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 3 Class (0P0000YY50)

US Funds

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12.100 -0.050 -0.41%

02/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 19M

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0P0000YY50 Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Moderate Aggressive Po (0P0000YY50) fund. Our Columbia Capital Allocation Moderate Aggressive Po portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	67.870	73.400	5.530
Bonds	35.830	35.910	0.080
Convertible	0.080	0.080	0.000
Preferred	0.030	0.030	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.440	19.145
Price to Book	2.882	3.303
Price to Sales	2.091	2.281
Price to Cash Flow	11.692	12.467
Dividend Yield	1.845	1.918
5 Years Earnings Growth	10.758	10.729

Sector Allocation

Name	Net %	Category Average
Technology	26.230	24.642
Financial Services	15.140	15.710
Consumer Cyclical	10.930	10.037
Industrials	10.560	10.298
Healthcare	10.440	12.378
Communication Services	9.910	7.605
Consumer Defensive	5.620	6.008
Energy	4.750	4.876
Basic Materials	2.450	3.134
Real Estate	2.020	3.339
Utilities	1.950	3.248

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 15

Name	ISIN	Weight %	Last	Change %
Columbia Large Cap Growth Inst3	-	12.68	-	-
Columbia Overseas Core Institutional 3	-	12.22	-	-
Columbia Contrarian Core Inst3	-	11.85	-	-
Columbia Select Large Cap Equity Inst3	-	10.99	-	-
Columbia Large Cap Value Inst3	-	10.79	-	-
Columbia High Yield Bond Inst3	-	9.17	-	-
Columbia Bond Inst3	-	8.23	-	-
Columbia Quality Income Inst3	-	6.58	-	-
Columbia Corporate Income Inst3	-	5.53	-	-
Columbia Emerging Markets Inst3	-	3.97	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	23.21B	7.40	11.73	11.41
Columbia Dividend Income Y	9.53B	7.44	11.84	11.55
Columbia Seligman Comms & Info A	9.03B	10.87	20.59	20.23
Columbia Contrarian Core Z	6.62B	10.13	18.58	13.35
Columbia Dividend Income A	4.96B	7.25	11.45	11.13

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